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ENVESTNET ASSET MANAGEMENT INC: HTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on HTRB, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 50,427 HTRB shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 50,427 shares
    Change vs previous 13F -15,517 shares

    <0.01% of the 13F portfolio, value $1,701,162.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 65,944 shares
    Change vs previous 13F -214,132 shares

    <0.01% of the 13F portfolio, value $2,224,948.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 280,076 shares
    Change vs previous 13F -267,887 shares

    <0.01% of the 13F portfolio, value $9,564,591.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 547,963 shares
    Change vs previous 13F +24,781 shares

    0.01% of the 13F portfolio, value $18,789,662.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 523,182 shares
    Change vs previous 13F -2,801 shares

    0.01% of the 13F portfolio, value $17,720,188.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 525,983 shares
    Change vs previous 13F -317,093 shares

    0.01% of the 13F portfolio, value $17,809,776.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 525,983 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 843,076 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,099,735.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 745,880 shares
    • Envestnet Portfolio Solutions, Inc.: 97,196 shares

    Acceptance time not in the bulk data set (spec §4.2).